Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yhadira? Claim Your ProfileYhadira Mercado is an investment advisor representative with Jefferies Investment Advisers LLC. Yhadira has been in the industry since 2008 and has been registered with the SEC and FINRA since 2010. Yhadira has a wide range of experience in the financial services industry, having worked for several prominent firms including Morgan Stanley and RBC Capital Markets. Yhadira provides financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
05/24/2023 - Present
Jefferies Investment Advisers LLC (Miami FL)
FL
02/24/2015 - 04/19/2023
MORGAN STANLEY (Miami FL)
FL
07/11/2013 - 02/03/2015
RBC CAPITAL MARKETS, LLC (MIAMI FL)
FL
01/25/2012 - 07/01/2013
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
06/07/2010 - 02/03/2012
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
07/15/2009 - 03/29/2010
LATAM INVESTMENTS, LLC (MIAMI FL)
FL
02/02/2009 - 07/10/2009
INTERCAM SECURITIES, INC. (MIAMI FL)
FL
05/09/2008 - 12/16/2008
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
FL
02/19/2008 - 05/08/2008
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
FL
12/10/2007 - 02/06/2008
CAPITAL GROWTH FINANCIAL, LLC (BOCA RATON FL)
BOTH
Issued 10/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2007
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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